GSEP
DFSU

Golden State Equity Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Golden State Equity Partners’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,452
Closed -$471K – 674
2026
Q1 		$471K Buy
11,452
+2,677
+31% +$116K 0.04% 468
2025
Q4 		$381K Buy
+8,775
New +$377K 0.06% 344

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Golden State Equity Partners's DFSU Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q2 2026, closing a stake of 11,452 shares — an estimated $471K sold.

Golden State Equity Partners first reported a position in DFSU in Q4 2025 and held it in 2 quarters. The position peaked at $471K in Q1 2026. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 11,452 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $471K.
  • Golden State Equity Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2025 and held it in 2 quarters.
  • Golden State Equity Partners's Dimensional US Sustainability Core 1 ETF position peaked at $471K in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.